Lumentum Holdings Inc. (LITE) vs TE Connectivity plc (TEL)

A side-by-side comparison of Lumentum Holdings Inc. and TE Connectivity plc across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 8, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnLITE vs TEL

growth of $100 · dividends reinvested · last 11y
LITE +5136.3%TEL +329.0%LITE compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020172019202120232025$5,236$429
LITE TEL

LITE vs TEL: by the numbers

  • LITE is the larger company ($69.26B vs $62.72B market cap).
  • TEL trades at the lower trailing earnings multiple (21.21 vs 164.85 P/E), one valuation lens rather than an overall verdict.
  • LITE converts more revenue to profit (17.68% vs 15.75% net margin).
  • TEL grew revenue faster over the past five years (5.91% vs -1.01% CAGR).
  • TEL pays a dividend (1.35% yield), while LITE has no payments in the available dividend history.

Metrics side by side

Valuation

MetricLITETEL
P/E ratio164.8521.21
Forward P/E108.2318.92
P/S ratio34.413.31
P/B ratio28.804.79
EV / EBITDA170.6814.55
FCF yield0.32%5.74%

Profitability

MetricLITETEL
Gross margin27.96%35.43%
Operating margin-11.68%19.09%
Net margin17.68%15.75%
ROE14.79%22.77%
ROIC0.75%8.82%

Dividends

MetricLITETEL
Dividend yieldN/A1.35%
Payout ratioN/A46.94%

Growth (annualized)

MetricLITETEL
Revenue CAGR (5Y)-1.01%5.91%
EPS CAGR (5Y)-26.64%-2.46%
FCF CAGR (5Y)-7.72%12.18%
Total return CAGR (5Y)61.37%9.39%

Frequently asked

Which has the lower trailing P/E, LITE or TEL?
TEL has the lower trailing P/E: LITE trades at 164.85 and TEL at 21.21. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, LITE or TEL?
Over the past five years, TEL grew revenue faster — LITE at a -1.01% CAGR versus TEL at 5.91%.
Does LITE or TEL pay a bigger dividend?
TEL pays a dividend (1.35% yield), while LITE has no payments in the available dividend history.
Is LITE or TEL more profitable?
LITE runs the higher net margin — LITE at 17.68% versus TEL at 15.75%.
How have LITE and TEL total returns compared?
Over the past 10 years, LITE delivered 39.73% and TEL delivered 15.93% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 8, 2026.